Invitational Seminar - Tax, Financial, Will & Trust, and Social Security.

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Brookdale Community College

765 Newman Springs Road

Middletown, NJ 07738

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Join us for a complimentary gourmet brunch!

At this educational event, we will be discussing tax, financial, Will & Trust, and Social Security matters, and other related issues that effect New Jersey Residents. There will be special guests, including Certified Public Accountants, Certified Financial Planners, Attorneys, and a representative from the Social Security Administration. Topics discussed will be:

2018 Tax Law Changes and how these changes will affect you.

  • Your Social Security benefits

  • Pensions and retirement plans

  • Investments and stock portfolio

  • Conversions of IRA into ROTH IRA

  • The new 20% deduction for businesses

  • The new 20% deduction for landlords

  • Sales taxes on vacation homes

  • Generating tax-free income from investments and much, much more...

Elder Care Financial Planning

  • Retirement planning overview

  • Retirement income: Will you have enough?

  • How to achieve security in your portfolio

  • Choosing the right retirement account

  • Should you maintain a stock portfolio?

  • Which account you should pull out money from

Social Security Benefits

  • The best time to take Social Security

  • Taxes on Social Security

  • Social Security while you are still working

  • Benefits for your family

  • Five factors to consider when deciding to apply for Social Security benefits

Wills & Trusts


We will discuss what options you have in making sure you are doing everything you can to preserve your wealth now and for future generations.

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Brookdale Community College

765 Newman Springs Road

Middletown, NJ 07738

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